Credentials & authentication

Salesforce logs in to NetSuite with Token-Based Authentication. You enter four values once, in the Connection wizard. Salesforce stores them securely and never shows them again.

How the login works

The login uses two pairs of values from NetSuite.

Salesforce signs every request with all four values. NetSuite checks the signature and runs the request as the token's role. That role limits what the sync can do. No passwords are involved. The security model covers the signing in detail.

Set up the Integration record correctly

You create the Integration record when you install the NetSuite components. One box on it causes most first-time login failures.

Under OAuth 2.0, uncheck Authorization Code Grant. NetSuite checks it by default on a new record. If you leave it on, the first login fails with "Invalid Redirect URI".

The NetSuite Integration record's Authentication tab: Token-Based Authentication checked, TBA Authorization Flow unchecked, and both OAuth 2.0 boxes unchecked
The Authentication tab, set up correctly before saving.

Check the whole record against this table before you save it.

FieldValue
NameAny name your team recognizes. Salesforce doesn't use it.
StateEnabled
Token-Based AuthenticationChecked
TBA Authorization FlowUnchecked
OAuth 2.0Both boxes unchecked

Enter the credentials in Salesforce

Enter them in Connection wizard step 1. You need the account id and the four values. For a sandbox, enter the account id the way it appears in your NetSuite URL.

Leave the two RESTlet fields blank to use the defaults.

Step 1 of the wizard: credential fields with the stored values shown masked as bullets plus last four characters
Stored secrets show only their last four characters.

How Salesforce keeps secrets safe

Replace a token

  1. In NetSuite, go to Setup → Users/Roles → Access Tokens and create a new token.
  2. In wizard step 1, paste the new token id and secret, then save.
  3. Run the connection test in step 3.
  4. Revoke the old token in NetSuite.

To replace the consumer key and secret, follow the same steps with a new Integration record. Nothing else in your setup changes.

Keep the role narrow. The sync can only do what the token's role allows. Use the shipped Continuous Control Integration role instead of full Administrator.